Quantum Financial Partners’s JPMorgan Chase JPM Stock Holding History

Quantum Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	+5,194	New	+$1.61M	0.87%	30

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Quantum Financial Partners's JPM Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 5,194 shares worth $1.7M. The stake represents 0.87% of the portfolio and ranks #30 among its holdings.

1,322 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quantum Financial Partners held 5,194 shares of JPMorgan Chase worth $1.7M as of Q2 2026.
JPMorgan Chase was a new Quantum Financial Partners position in Q2 2026.
JPMorgan Chase made up 0.87% of Quantum Financial Partners's portfolio in Q2 2026, its #30 holding.
1,322 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.